2026-05-13T11:20:02-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 131658789 THE HEWITT SCHOOL HEWI 2122881919 45 EAST 75TH STREET NEW YORK NY 10021 JEREMY SAMBUCA COO 2129942620 2026-05-15 1 1 MELISSA MODELSON P01603524 9143818900 2026-05-13 2024 2025-03-06 01:10:19Z DR JENNIFER ZACCARA 45 EAST 75TH STREET NEW YORK NY 10021 52479844 0 X WWW.HEWITTSCHOOL.ORG X 1950 NY TO INSPIRE GIRLS AND YOUNG WOMEN TO BECOME GAME CHANGERS AND ETHICAL LEADERS WHO FORGE AN EQUITABLE, SUSTAINABLE AND JOYOUS FUTURE. 18 17 185 200 -3776 0 2950255 1954068 29570877 28178904 614913 3563200 58391 77033 33194436 33773205 7659141 7635029 0 0 19172582 19029531 0 0 1332603 8677380 8855083 35509103 35519643 -2314667 -1746438 64831927 60632214 30757848 30406358 34074079 30225856 TO INSPIRE GIRLS AND YOUNG WOMEN TO BECOME GAME CHANGERS AND ETHICAL LEADERS WHO FORGE AN EQUITABLE, SUSTAINABLE AND JOYOUS FUTURE. 0 0 29184906 7635029 28178904 THE SCHOOL MEETS THE EDUCATIONAL NEEDS OF 429 GIRLS FROM KINDERGARTEN THROUGH 12TH GRADE THROUGH AN EDUCATIONAL CURRICULUM AND AFTER SCHOOL PROGRAMS. GRANTS ARE GIVEN BY THE SCHOOL IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE STUDENTS. 29184906 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 78 0 185 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ROSEMARIE SIMON 2129942620 45 EAST 75TH STREET NEW YORK NY 10021 MARLON BUSTOS CHAIR 1.00 X X 0 0 0 LAURA GREENE MELTZER VICE PRESIDENT 1.00 X X 0 0 0 CELESTE GUTH TREASURER 1.00 X X 0 0 0 MARCO WILLIAMSON SECRETARY 1.00 X X 0 0 0 TRAVIS BROWNLEY TRUSTEE 1.00 X 0 0 0 KENNEDY H COGAN TRUSTEE 1.00 X 0 0 0 RABBI JOSHUA DAVIDSON TRUSTEE 1.00 X 0 0 0 RON GEE TRUSTEE 1.00 X 0 0 0 LAURIE GRUHN TRUSTEE 1.00 X 0 0 0 JOSIE HOLFORD TRUSTEE 1.00 X 0 0 0 RACHEL KLESS TRUSTEE 1.00 X 0 0 0 COURTNEY KRINGSTEIN TRUSTEE 1.00 X 0 0 0 SAIRA LAL TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LESLIE TRUSTEE 1.00 X 0 0 0 JON PATRICOF TRUSTEE 1.00 X 0 0 0 CHRISTOPHER POGGI TRUSTEE 1.00 X 0 0 0 ERIN C ROSS TRUSTEE THRU 01/11/25 1.00 X 0 0 0 SANTIAGO RUBIN TRUSTEE 1.00 X 0 0 0 ADAORA UDOJI TRUSTEE THRU 12/16/24 1.00 X 0 0 0 JO-ANNE WILLIAMS TRUSTEE 1.00 X 0 0 0 TARA CHRISTIE KINSEY HEAD OF SCHOOL THRU 06/30/2025 50.00 X 934986 0 196499 DOUGLAS R ODOM CHIEF FINANCIAL OFFICER THRU 12/2024 40.00 X 367083 0 45342 JEREMY SAMBUCA CHIEF OPERATING OFFICER 40.00 X 211988 0 41270 ROSEMARIE SIMON INTERIM DIRECTOR OF FINANCE 40.00 X 157325 0 49051 ELIZABETH STEVENS HEAD OF UPPER SCHOOL & ASST. HOS 40.00 X 256411 0 20616 THERESE COLLINS DIR., ADMISSIONS THRU 05/2025 40.00 X 214309 0 34520 TERRY LIN-HUI KUNG DIR., COLLEGE GUIDANCE 40.00 X 201790 0 53750 PAULA CUELLO DIRECTOR OF MIDDLE SCHOOL 40.00 X 193328 0 67580 TERELL COOPER EDWARDS HEAD OF LOWER SCHOOL 40.00 X 186923 0 67760 2724143 0 576388 51 0 1 0 SCHULTE ROTH & ZABEL LLP PO BOX 70280 PHILADELPHIA PA 191760280 LEGAL SERVICES 185219 1 428024 305517 1220527 172897 1954068 TUITION AND FEES 611710 27729731 27729731 AFTER SCHOOL PROGRAMS 611710 449173 449173 28178904 524239 -3776 528015 21432120 18393159 3038961 3038961 3038961 293205 428024 313480 -20275 -20275 OTHER REVENUE 900099 80110 80110 APPLICATION FEES 611710 17198 17198 97308 33773205 28178904 -3776 3644009 7635029 7635029 1533539 168575 1196390 168574 13567342 11110205 1670422 786715 1035986 831365 140323 64298 1763944 1410157 244244 109543 1128720 852511 205013 71196 228684 228684 147221 147221 74235 74235 363663 363663 79390 25045 40318 14027 331243 176901 118682 35660 357373 331374 25739 260 598930 539623 59063 244 37029 28574 4857 3598 126498 82806 28068 15624 685764 652064 33133 567 2061690 1917372 142875 1443 330848 304380 26203 265 FOOD SERVICES 1147139 1035221 110079 1839 STUDENT ATHLETICS 476866 462615 14251 STUDENT TRANSPORTATION 476555 476555 STUDENT ACTIVITIES 447596 447596 884359 696938 128671 58750 35519643 29184906 5002134 1332603 1863533 2000342 1560591 523489 476416 165172 77275 32752 175391 152646 70234759 27244233 44821288 42990526 14778512 13344577 1078921 1422710 64831927 60632214 1932451 1629634 7398249 7707129 18019630 17337989 2309589 2232253 1097929 1499353 30757848 30406358 X 30558992 27886656 3515087 2339200 34074079 30225856 64831927 60632214 -1746438 -2101785 0 X X 0 1 X 1 0 X 5583031 8015812 2933306 2950255 1954068 21436472 5583031 8015812 2933306 2950255 1954068 21436472 2273333 19163139 358292 390711 482448 546025 528015 2305491 87611 122106 135160 102204 97308 544389 24286352 138434171 0.78900 0.78580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 69,971. 2021 AMOUNT: $ 36,897. 2022 AMOUNT: $ 109,060. 2023 AMOUNT: $ 86,604. 2024 AMOUNT: $ 80,110. APPLICATION FEES - 2020 AMOUNT: $ 17,640. 2021 AMOUNT: $ 21,264. 2022 AMOUNT: $ 26,100. 2023 AMOUNT: $ 15,600. 2024 AMOUNT: $ 17,198. TAX REFUNDS - 2021 AMOUNT: $ 42,604. INSURANCE DIVIDENDS - 2021 AMOUNT: $ 21,341. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2028671 45100 150257 50000 2174028 1822830 16716 239125 50000 2028671 1671105 53806 147919 50000 1822830 1900971 -179866 50000 1671105 1684108 266863 50000 1900971 0.00000 0.64540 0.35460 0 0 8685973 8685973 59366570 25311286 34055284 2097198 1932947 164251 85018 85018 42990526 OPERATING LEASE OBLIGATION 1437588 FINANCE LEASE OBLIGATION 61765 1499353 X 24061248 -2101785 99092 -2002693 26063941 74235 7635029 7709264 33773205 27909471 99092 99092 27810379 74235 7635029 7709264 35519643 PART V, LINE 4: THE OBJECTIVE OF THE SCHOOL IS TO MAINTAIN THE PRINCIPAL ENDOWMENT FUNDS AT THE ORIGINAL AMOUNT DESIGNATED BY THE DONOR. THE INVESTMENT POLICY TO ACHIEVE THIS OBJECTIVE IS TO INVEST IN A BALANCED PORTFOLIO. INVESTMENT RETURNS EARNED IN RELATION TO THE ENDOWMENT FUNDS IS REPORTED AS RESTRICTED INCOME. RESTRICTED FUNDS ARE REDUCED BY THE SPENDING ALLOCATION REPORTED AS TRANSFERRED TO THE CURRENT OPERATING BUDGET. THE BOARD APPROVED A SPENDING AMOUNT OF $50,000. PART X, LINE 2: THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED ON PART IX, LINE 2 7,635,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONATED AUCTION ITEMS & SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 99,092. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID INCLUDED ON PART IX, LINE 2 7,635,029. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ANNUALLY PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS AND ON THE HOMEPAGE OF ITS WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDING FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. HEWITT BENEFIT 721229 428024 293205 99092 195809 18579 721229 428024 293205 99092 195809 18579 313480 -20275 1 NEED-BASED FINANCIAL AID 157 7635029 PART I, LINE 2: GRANTS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. RELEVANT INFORMATION IS RETAINED IN EACH STUDENT RECIPIENT'S TUITION FILE. GRANTS ARE CREDITED DIRECTLY TO STUDENT ACCOUNTS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 TARA CHRISTIE KINSEY HEAD OF SCHOOL THRU 06/30/2025 745407 0 0 0 189579 0 27600 0 168899 0 1131485 0 132727 0 DOUGLAS R ODOM CHIEF FINANCIAL OFFICER THRU 12/2024 343531 0 0 0 23552 0 27600 0 17742 0 412425 0 0 0 ELIZABETH STEVENS HEAD OF UPPER SCHOOL & ASST. HOS 255351 0 0 0 1060 0 20400 0 216 0 277027 0 0 0 PAULA CUELLO DIRECTOR OF MIDDLE SCHOOL 192461 0 0 0 867 0 17417 0 50163 0 260908 0 0 0 TERRY LIN-HUI KUNG DIR., COLLEGE GUIDANCE 201337 0 0 0 453 0 17086 0 36664 0 255540 0 0 0 TERELL COOPER EDWARDS HEAD OF LOWER SCHOOL 186727 0 0 0 196 0 17052 0 50708 0 254683 0 0 0 JEREMY SAMBUCA CHIEF OPERATING OFFICER 211785 0 0 0 203 0 17458 0 23812 0 253258 0 0 0 THERESE COLLINS DIR., ADMISSIONS THRU 05/2025 214106 0 0 0 203 0 17458 0 17062 0 248829 0 0 0 ROSEMARIE SIMON INTERIM DIRECTOR OF FINANCE 156703 0 0 0 622 0 13636 0 35415 0 206376 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, TARA CHRISTIE KINSEY, THE HEAD OF SCHOOL, MAINTAINS HER PRINCIPAL RESIDENCE IN A CONDOMINIUM IN CLOSE PROXIMITY TO THE SCHOOL. THE HOUSING REQUIREMENT IS PART OF THE EMPLOYMENT CONTRACT OF THE HEAD OF SCHOOL AND IS A NON-TAXABLE BENEFIT UNDER SECTION 119(B). PART I, LINE 4B TARA CHRISTIE KINSEY, THE HEAD OF SCHOOL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PRIOR TO JUNE 30, 2024 THE HEAD OF SCHOOL AND THE BOARD MUTUALLY AGREED THAT HER EMPLOYMENT AGREEMENT WOULD CONCLUDE JUNE 30, 2025. PER HER EMPLOYMENT AGREEMENT THE SCHOOL DISTRIBUTED $166,219 FROM THE NONQUALIFIED RETIREMENT PLAN IN JULY 2024, WHICH WAS REPORTED IN HER 2024 FORM W-2. THE SCHOOL DID NOT CONTRIBUTE TO THE PLAN DURING THE FISCAL YEAR. A BUILD NYC RESOURCE CORPORATION 454040561 2013-06-27 23181900 TO REFINANCE SERIES 2002 BOND 0 0 0 A 5487465 23181900 267356 22776197 138347 2017 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 A 0 114100 FINANCIAL AID TUITION ASSISTANCE X 10 73805 AVG. SELLING PRICE X AUCTION GOODS 155 99092 COST 0 0 1 0 PART I, COLUMN (B): COLUMN B IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOL HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED AND REVIEWED BY MANAGEMENT, THE APPROVED PUBLIC DISCLOSURE COPY IS PRESENTED TO THE FINANCE COMMITTEE FOR APPROVAL. THE PUBLIC DISCLOSURE COPY IS THEN SENT TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO REVIEW AND SIGN AN ACKNOWLEDGEMENT OF COMPLIANCE WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY, SUBMIT A SIGNED COPY TO THE SECRETARY OF THE SCHOOL, AND REPORT ANY POTENTIAL CONFLICTS TO THE BOARD ON AN ANNUAL BASIS. IF THE AFFECTED INDIVIDUAL IS A VOTING MEMBER OF THE BOARD OF TRUSTEES, SUCH INDIVIDUAL SHALL RECUSE HIMSELF OR HERSELF FROM PARTICIPATING IN SUCH VOTING AND CANNOT BE COUNTED FOR A QUOROM FOR SUCH VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS OUTLINED UNDER AN EMPLOYMENT AGREEMENT THAT IS APPROVED BY THE BOARD OF TRUSTEES. COMPENSATION FOR THE HEAD OF SCHOOL AND CFO IS DETERMINED BY USING COMPARABLE DATA FROM CONSULTING FIRMS, NAIS SURVEY DATA AND THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS. THE APPROVAL IS DOCUMENTED AS PART OF THE ANNUAL BUDGET. THE COMPENSATION REVIEW PROCESS IS PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. THE FORM 990 IS ALSO AVAILABLE UPON REQUEST OR BY CALLING THE SCHOOL DIRECTLY. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.